State Street Global Advisors Appoints Chief Portfolio Strategist
October 22 2014 - 11:00AM
Business Wire
Industry Veteran Lori Heinel to Lead Global Portfolio Strategy
Teams
State Street Global Advisors (SSGA), the asset management
business of State Street Corporation (NYSE: STT), today announced
the appointment of Lori Heinel, CFA, as chief portfolio strategist.
In this newly created position, Heinel will oversee a global team
of 20 investment professionals dedicated to communicating
information about investment strategies and solutions to prospects,
clients and consultants.
“Lori brings a strong blend of client and investment knowledge
to the position and her varied experience has given her a keen
understanding of the intricacies and distinct needs of a wide range
of clients,” said Rick Lacaille, global chief investment officer at
SSGA. “This breadth of knowledge will help ensure that we continue
to deliver solutions and services to clients that are expressly
targeted to meet their specific needs and objectives.”
A 30-year industry veteran, Heinel most recently served as chief
investment strategist for OppenheimerFunds, Inc., where she oversaw
product management, product development and investment thought
leadership. Prior to joining OpenheimerFunds, she was head of
investment solutions for Citi Private Bank, where she led a team
responsible for working with ultra-high net worth clients, family
offices, private foundations and institutional clients to develop
customized investment strategies. Before Citi, Heinel led the
global investment products group at SEI Investments. She began her
career as an investment banking analyst and trader for Credit
Suisse First Boston.
“SSGA has built a well-earned reputation for investment prowess
and exceptional client service, and I’m thrilled to be at the nexus
of both,” said Heinel. “I look forward to working with the firm’s
talented investment and client service professionals as we continue
to help clients navigate the markets and strive for successful
investment outcomes.”
About State Street Global Advisors
State Street Global Advisors (SSgA) is a global leader in asset
management. The firm is relied on by sophisticated investors
worldwide for its disciplined investment process, powerful global
investment platform and access to every major asset class,
capitalization range and style. SSgA is the asset management
business of State Street Corporation, one of the world’s leading
providers of financial services to institutional investors. For
more information, visit the firm’s web site at
http://www.ssga.com.
The whole or any part of this work may not be reproduced, copied
or transmitted or any of its contents disclosed to third parties
without SSgA's express written consent. Investing involves risk
including the risk of loss of principal.
The information provided does not constitute investment advice
as such term is defined under the Markets in Financial Instruments
Directive (2004/39/EC) and it should not be relied on as such. It
should not be considered a solicitation to buy or an offer to sell
any investment. It does not take into account any investor's or
potential investor’s particular investment objectives, strategies,
tax status, risk appetite or investment horizon. If you require
investment advice you should consult your tax and financial or
other professional advisor. Expiration date: 10/31/2015
CORP-1127
State Street CorporationAlicia Curran Sweeney,
+1-617-664-3001www.statestreet.com@StateStreet
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